Vista Wealth Management Group, LLC Dimensional ETF Tr U S Equity Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 280,530 shares of DFUS stock, worth $16.9 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
280,530
Previous 280,530
-0.0%
Holding current value
$16.9 Million
Previous $17.4 Million
2.56%
% of portfolio
1.2%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio